Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup mix dalam kisaran sempit setelah sehari sebelumnya mengalami kenaikan signifikan. Indeks Dow Jones kembali ditutup pada rekor tertinggi, sedangkan indeks S&P500 dan Nasdaq Composite mengalami koreksi. Sementara itu menurut FactSet, pada triwulan III 2024 rata-rata laba emiten dalam indeks S&P500 diperkirakan tumbuh 4,6%, yang merupakan pertumbuhan selama lima kuartal berturut-turut. Harga emas mengalami reli dipicu oleh harapan akan berlanjutnya penurunan suku bunga oleh The Fed serta kenaikan permintaan akan safe haven akibat meningkatnya ketegangan politik di Timur Tengah dan lainnya. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya indeks harga rumah, consumer confidence, new home sales dan indeks PCE prices.

IHSG pada perdagangan Jumat 20 September 2024 ditutup melemah 2,05% pada level 7743. Saham sektor infrastruktur mengalami koreksi terbesar, sedangkan saham sektor kesehatan membukukan kenaikan terbesar. Investor asing mencatatkan net buy Rp687,12 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7700/7680 dan resistance 7780/7820. Stock pick: AKRA, CTRA, UNTR, MYOR, INDF, NCKL, MBMA, HRUM, PTBA, TLKM, MEDC

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